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Online Resources

Click Support.DrakeSoftware.com – for product documentation, software updates, plus access to these online tools:

  • Knowledge Base – Constantly updated and enhanced with troubleshooting help and business strategies and software issues, to the latest tax news. Moderated by Drake employees.
  • State information – Information on reject codes, e-file mandates, addresses, and e-filing explanations and instructions.
  • Viewable EF Database – Real-time status of e-filed returns. Rejected and accepted returns, checks that are available for printing, and multiple reports.
  • Broadcast email – news about Drake updates and happenings in the tax industry.

 

Drake E-Sign

Save time and go paperless – now you and your customers can sign digitally.

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Features

  • Drake E-Sign is fully integrated in Drake Tax, making it easy to incorporate into your existing workflow. Simply review the return on screen, allow the taxpayer to sign each signature document using a signature pad, and apply your digital signature to complete the process.
  • E-signatures are authentic, tamper-proof, and securely bound to your customer’s return.
  • E-signatures eliminate the need to print, sign, and scan back into the Drake Documents, saving valuable time.
  • A preparer’s digital signature can be created one time and applied to each return on-the-fly.
  • Choose Sign Now and complete the e-signing process immediately. Or choose Sign Later and the document is stored in the client’s Document Manager folder. Initiate the e-signing process from the Document Manager when ready to sign. Either option, Sign Now or Sign Later, will automatically save the PDF document in the client’s Document Manager folder.
  • Standard PDF printing options are available, such as watermarking and password protection.

Recommended Signature Pads from Topaz Systems

  • SigLite 1×5 (Model T-S460-HSB-R) – Retails for about $100 – This pad accepts a signature but only displays the signature on the computer screen as the user is signing.
  • SigLite LCD 1×5 (Model T-L460-HSB-R) – Retails for about $250 – This pad allows the signer to see the signature on the pad while signing.
  • SigGem LCD 1×5 (Model T-L462-HSB-R) – Retails for about $365 – This pad is considered more durable as it has a tempered glass, digitizing pen, and carries a longer warranty.

All pads are available with either USB connection, or a virtual serial connection that works with Drake Hosted.

THE COMPLETE, ALL-IN-ONE PROFESSIONAL TAX SOFTWARE.

Call Sales at (828) 349-9669 or Toll-Free in Ohio, Tennessee & Kentucky (800) 890-9500

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